7 Managing Investments Jobs

**Job Description:** As a Wealth Manager & Area Director at our company based in Hyderabad, you will be responsible for overseeing wealth management operations, developing financial plans, and providing personalized investment strategies to clients. Your role will involve maintaining client relationships, identifying financial needs, offering solutions like investment products and insurance, and guiding clients towards their financial goals. Additionally, you will be required to build and manage a team while achieving business development objectives. **Key Responsibilities:** - Oversee and manage wealth management operations - Develop comprehensive financial plans for clients - Offer persona...

F inancial planning and budgeting, managing financial reports and statements, overseeing cash flow, managing investments, Labour department, Leading Finance & Accounts dept, Overall in-charge of the company and ensuring regulatory Statutory (GST,KSPCB, Factorys Act) compliance. Preferred candidate profile Worked in a manufacturing company

As a Financial Advisor in this full-time, permanent role, your responsibilities will include: - Managing investments - Creating Leads Pipeline - Advising clients on financial products and services - Buying and selling stocks on behalf of the client - Staying updated on Financial Market Events - Providing tax planning services Qualifications: - Preferred total work experience of 1 year Additional Details: You will enjoy benefits such as cell phone reimbursement, a flexible schedule, and leave encashment. Reliable commuting or planning to relocate to Lucknow, Uttar Pradesh is required for this in-person work location.,

Role Overview: You will be working as a Wealth Manager - B2B at Nuvama Wealth in Delhi. Your primary responsibilities will include acquiring new partners and conducting financial planning, investment management, managing investments, finance, and insurance for your clients. Key Responsibilities: - Acquire new partners for the company - Perform financial planning for clients - Manage investments and finance for clients - Provide insurance advice and services - Utilize strong analytical and problem-solving skills - Demonstrate excellent communication and interpersonal abilities Qualifications Required: - Possess financial planning and investment management skills - Minimum of 2 years of experi...

This is a full-time and part-time hybrid role for a Sales Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow. As a Field Sales Advisor (Financial Advisor), you will be responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice, and Managing Investments. This role offers flexibility with work from home or work from the office with flexible hours. As a Sales Advisor for life insurance, you will play a crucial role in advising and guiding clients on their life insurance needs. Your primary responsibility will be to sell life insurance policies to individuals and businesses, ensuring customers receive tailored solutions t...

As a professional in this role, you will be responsible for managing investments, creating a Leads Pipeline, advising clients on financial products and services, buying and selling stocks on behalf of the client, and staying updated on Financial Market Events. Additionally, you will be providing tax planning services to clients. This is a Full-time, Permanent position with benefits including cell phone reimbursement, flexible schedule, and leave encashment. The schedule for this role is during the Day shift, with a performance bonus offered based on your achievements. To be successful in this role, you should have at least 1 year of total work experience, with a preference for experience in ...

As a Financial Planning and Analysis professional, you will be responsible for budgeting, forecasting, analyzing financial data, and preparing reports for management. Your role will involve developing and managing budgets and forecasts, as well as evaluating potential investment opportunities. A professional accounting qualification such as CPA, ACCA, or CIMA is often preferred for this position. In addition to managing investments, you will ensure compliance with financial regulations and standards while preparing financial statements and reports. Supervising and mentoring a team of finance professionals will also be part of your responsibilities. This is a full-time position with benefits ...